Job Description

• Providing general office support, including but not limited to: Processing incoming & outgoing mail, including checks
• and stock certificates, tax forms, and scanning.
• Managing travel & expenses, including making travel arrangements and processing expenses for team members.
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones.
• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.
• Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors.
• Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer service.

• Proficiency in Word, Excel, PowerPoint and Outlook required.
• Bachelor's degree preferred but not required A minimum of 2 years of work experience in a professional corporate environment New graduates who have a desire to be in the financial services industry are also encouraged to apply.
• Strong written and verbal communication skills.
• Enjoys working in a team environment Polished communication skills.
• Ability to multi-task and work in a fast-paced environment Business professional environment and attire.
• Possess critical thinking skills and good judgment.
• Chooses to always operate with integrity and transparency.